-65.2%
TEAM vs IAU
+123.8%
-189.0%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.6% |
| 7D | -17.2% | +4.9% | -22.1% | -17.6% |
| 30D | -25.1% | -1.4% | -23.7% | -25.0% |
| 3M | +3.9% | -4.8% | +8.7% | +4.2% |
| 6M | +69.1% | -12.5% | +81.6% | +69.9% |
| YTD | -4.5% | -4.2% | -0.3% | -6.2% |
| 1Y | -1.9% | +3.1% | -5.0% | -4.9% |
| 3Y | -9.3% | +110.0% | -119.3% | -29.6% |
| 5Y | -65.2% | +123.1% | -188.2% | -75.3% |
| All | -65.2% | +123.8% | -189.0% | -75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IAU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling